CNBC's Power Lunch Recap on Tuesday, June 30, 2009

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Recap of "Power Lunch" - 6/30/09

Ockham's daily Recap of Power Lunch.

Listed below are stocks that were mentioned on CNBC's Power Lunch on Tuesday June, 30th.

As the name suggests, CNBC’s Power Lunch comes on midway through the trading day. Anchors Bill Griffith, Sue Herera, Dennis Kneale and Michelle Curoso-Cabrera, often taping on location at some of the sites where the news happens, bring a recap of the markets and economy through the first half of the day. Below are the stocks that were mentioned on Power Lunch, which runs from 12 pm until 2pm ET.

Want to know everything that was said on Power Lunch? Then you have to watch it. Visit CNBC for show times and channel guides.
Ockham Value Life Cycle Chart

CNBC - Power Lunch Stock Commentary for 6/30/2009

The most recent commentary from CNBC followed by Ockham
“… A couple of years and have it's hard to say, but so far we get good feedback. >> this is a bet on main street. The larger banks and the JPMORGAN CHASE, that is bet on wall street. >> the positive growth has been enormous. Savings has picked up and the community banks have captured …” …more details…
“… >>> michelle and I were talking about coffee and MCDONALD'S is up on the trading session by a little bit more than a quarter of a srs. They have been doing well recently with their breakfast …” …more details…
“… Focus and it's getting crushed. The reason we like choice is it's a pure franchiser. Revenue change this year will be down 10% and conversely if you look at MARRIOTT or starwood, they are down 25 to 30%. >> it comes down to whether or not you think the changes we have seen whether you are talking about the consumer or the business person or the large corporation, whether the changes …” …more details…
“… Times the forward ebitda estimates if you look at starwood trading under 10 times. Even though they have more real estate exposure, we have less time share exposure. >> MARRIOTT is big in that >> MARRIOTT has a significant to see that differential in valuations is unwarranted at this point. >> you like choice which is a budget brand and if the economy …” …more details…
“… When you get into an up cycle is when you want to own the real estate in the lonling industry. >> we are showing a chart of your picks. You like MARRIOTT and diamond rock which are all three that was a chart we just showed. You like MARRIOTT, but give a push back here. You think MARRIOTT blows compared to starwood. >> that are may be a strong we definitely are looking for a starwood as a valuation play. Our price target is 2325, 11 …” …more details…
“… >>> two big winners. H and r block posted better than expected earnings. APOLLO up by 8%. School's out for most of the kids, but will summer vacation and travel give a boost to the lodging and leisure stocks? Joining us with the outlook and …” …more details…
“… That pushing you to sell and a lot of fear of retaliation. >> who wants to do business with the government? >> there is always that call back thing. If GE capital and gordon makes money, they may get called before barney frank. Maybe you should give some of that back? …” …more details…
“… This started out gran yoes and it's scaled down will the banks sell? The firms like wilbur ross's firm and GE capital will have tremendous leverage and bit higher for the assets. >> that's the whole idea. >> will they sell? There is a lot of question >> thank you. >> two big changes since they first proposed. …” …more details…
“… Year to date in the green for the s&p. >> we will take what we can get. For more let's go down to the new york stock exchange. Rick santelli at the CME GROUP and sharon epierston at the new york america tile exchange. …” …more details…
“… Plus a1c was reduced .9%. Choose from over 140 menuoptions, there is no counting carbs,calories or points. I lost 100 lbs. Andlowered my blood sugar level. NUTRISYSTEM dchanged my life. Mike is one of many whohave lost weight and controlled their diabeteswith new NUTRISYSTEM d. Backed by 35 years ofresearch and low glycemic index sciencenutrisystem d works. …” …more details…
NASDAQ 1756.03

3.48  0.20%
S&P; 500 879.13

-3.55  -0.40%
^DIA 81.44

-0.33  -0.4%